Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-645
Closed -$1.97K 1263
2025
Q1
$1.97K Sell
645
-267
-29% -$814 ﹤0.01% 1143
2024
Q4
$3.48K Sell
912
-126
-12% -$480 ﹤0.01% 1097
2024
Q3
$4.72K Hold
1,038
﹤0.01% 1109
2024
Q2
$3.92K Sell
1,038
-4,889
-82% -$18.5K ﹤0.01% 1121
2024
Q1
$13.5K Sell
5,927
-150
-2% -$342 ﹤0.01% 960
2023
Q4
$19.2K Buy
6,077
+1,716
+39% +$5.42K ﹤0.01% 851
2023
Q3
$17.8K Buy
4,361
+655
+18% +$2.68K ﹤0.01% 813
2023
Q2
$33K Buy
3,706
+427
+13% +$3.8K 0.01% 692
2023
Q1
$29.4K Buy
3,279
+126
+4% +$1.13K 0.01% 713
2022
Q4
$29.9K Buy
3,153
+2,665
+546% +$25.3K 0.01% 684
2022
Q3
$5K Buy
488
+150
+44% +$1.54K ﹤0.01% 998
2022
Q2
$5K Buy
+338
New +$5K ﹤0.01% 957